JDWAX Mutual Fund

JDWAX Mutual Fund

NAV$139.54
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Returns Overview

1 Month
+1.04%
3 Months
+15.44%
6 Months
+9.41%
YTD
+8.83%
1 Year
+17.69%
3 Years (annualized)
+20.76%
5 Years (annualized)
+11.51%
10 Years (annualized)
+13.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDWAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+8.97%
vs Peers
-0.14%

JDWAX Mutual Fund Performance

JDWAX performance across multiple time periods: 1-month 1.04%, YTD 8.83%, 1-year 17.69%, 3-year 20.76%, 5-year 11.51%, 10-year 13.80%.

JDWAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

JDWAX performance comparison shows side-by-side returns with another fund. JDWAX alternatives are available in the Mutual Fund Screener.